Preview. Test data only. Do not upload a live insured’s files. Checkout is test mode — you will not be charged.

Portfolio Risk Hub

Crescent Bend Housing Authority · MS194

962 units · $186.4M TIV · 12 locations · Sample demo

BriefingDocuments
Portfolio Overview
BriefingWalkthroughDocumentsDevelopmentsSOVFleetLocationsCoverageCyberLossesStewardshipContributorsBroker
Conversion Hub
Renewal Command Center
Coverage Scenario Explorer
Reports & Deliverables

Sample demo — demonstration, not a live client.

View access as

Crescent scoped-access demo

Two brokers on different lines, plus a lender on the Oakridge conversion. Preview only — this does not change the owner-controlled book. Only the owner Applies a verified fact.

Owner Admin — full book

Owner Admin. Verifies and Applies. Sees every line and the Oakridge conversion.

Placewell — Contributor

Contributor scoped to Property — buildings (c01). Access is not ownership.

Ridgeway — Contributor

Contributor scoped to Automobile (c04). Access is not ownership.

First National — Viewer

Viewer on the Oakridge Court conversion file. Read-only — not ownership of the book.

Scoped access

Full book

Your access is the full owner-controlled book. PRH does not place coverage or act as your broker. Only the owner Applies a verified fact to the book.

Broker Stewardship (owner record)

The owner’s document tracking of the broker relationship

This is the owner’s workspace — a record of commitments and evidence the owner set for their broker relationship. It is not a PRH brokerage, not placement, and not a grade of the incumbent. The owner evaluates performance. Broker access is not ownership of the record: the owner controls data and permissions, and the history stays if the broker changes.

Sample demo

Current book · portfolio TIV $186,400,000. After owner Apply, this surface reads the owner-controlled book and keeps the previous value as a revision.

Recorded partner

Placewell Housing Insurance

Incumbent broker (sample). Sample demo — not a live appointment.

How the book stays current

Burden sits with the people who already have the information

Operating mode: Broker Assisted (default). Contributor shares live on the contributors page.

Broker participation makes PRH easier; it is never required.

The broker can help maintain the book without owning the book.

Book contributors

Complete

How calculatedⓘ

How calculated

Finished — on time or late versus the due date, not last updated. This is not a broker score.

5

4 on time · 1 late

Open

4

Open — due date not yet reached.

Overdue

4

Overdue — past due, no completed date.

Awaiting response

How calculatedⓘ

How calculated

Count of rows that still need an owner response. Complete + open + overdue still equals every commitment. This is not a broker score.

7

Awaiting owner action, verification, or blocked by owner. Not a workflow bucket.

5 Complete · 4 Open · 4 Overdue = 13 commitments

Recorded process counts

Descriptive totals — not a performance grade

Service-category commitments

4

Category = Service

Completed on time

4

Completed date on or before due date

Completed late

1

Completed date after due date

Blocked by owner

How calculatedⓘ

How calculated

Blocked by owner — waiting on an owner response. Not partner overdue.

1

Waiting on owner — not attributed to partner

Commitments

What the owner asked to be completed

Market Process Record

Show only items requiring my attention

Show items where you must act: open, overdue, or awaiting your response. Broker overdue stays on the Overdue chip — it is not this list.

Due soon = open items with a due date in the next 14 days. Day counts compare Completed date to Due date, or today to Due date when still open.

  • SVC-001

    Renewal prep

    Broker

    Exposure request returned

    Source: 2026 Broker Services Agreement §4.2

    Due date
    Jul 30, 2026
    Completed date
    Aug 11, 2026
    Last updated
    Aug 12, 2026

    Evidence: Exposure workbook · Uploaded by broker · Aug. 11 · Verified by owner · Aug. 12

    • Complete — 12 days late
  • SVC-002

    Renewal prep

    Broker

    Loss runs on file (5-year)

    Source: Winning RFP response p. 18

    Due date
    Aug 7, 2026
    Completed date
    Aug 5, 2026
    Last updated
    Aug 19, 2026

    Evidence: Loss run PDF · Uploaded by broker · Aug. 5 · Verified by owner · Aug. 6

    • Complete — 2 days early
  • SVC-003

    Renewal prep

    Shared

    SOV review with owner

    Source: Owner-added request — Aug. 7, 2026

    Due date
    Sep 19, 2026
    Completed date
    —
    Last updated
    Sep 4, 2026

    Evidence: SOV markup · Uploaded by owner · Sept. 4

    • Submitted on time
    • Owner verification pending
  • SVC-004

    Renewal prep

    Broker

    Renewal strategy meeting

    Source: 2026 Broker Services Agreement §4.2

    Due date
    Aug 30, 2026
    Completed date
    —
    Last updated
    Aug 27, 2026

    Evidence: Meeting notes · Not on file

    • Overdue — 18 days
    • Partner action required
  • SVC-005

    Marketing

    Broker

    Market strategy documented

    Source: Winning RFP response p. 18

    Due date
    Aug 15, 2026
    Completed date
    Aug 14, 2026
    Last updated
    Aug 17, 2026

    Evidence: Strategy memo · Uploaded by broker · Aug. 14 · Verified by owner · Aug. 17

    • Complete — 1 day early
  • SVC-006

    Marketing

    Broker

    Submissions to approached markets

    Source: 2026 Broker Services Agreement §5.1

    Due date
    Sep 16, 2026
    Completed date
    —
    Last updated
    Sep 6, 2026

    Evidence: Submission log.pdf (broker upload) · Uploaded by broker · Sept. 6

    • Submitted on time
    • Owner verification pending
  • SVC-007

    Marketing

    Owner

    Quotes recorded for owner review

    Source: Owner-added request — Aug. 7, 2026

    Due date
    Sep 26, 2026
    Completed date
    —
    Last updated
    Sep 7, 2026

    Evidence: Quote letters · Uploaded by broker · Sept. 5 · Verified by owner · Sept. 7

    • Open — 9 days remaining
    • Owner action required
  • SVC-008

    Marketing

    Broker

    Declinations recorded

    Source: 2026 Broker Services Agreement §5.1

    Due date
    Sep 2, 2026
    Completed date
    Sep 1, 2026
    Last updated
    Sep 3, 2026

    Evidence: Declination emails · Uploaded by broker · Sept. 1 · Verified by owner · Sept. 3

    • Complete — 1 day early
  • SVC-009

    Claims

    Shared

    Quarterly claims review

    Source: 2026 Broker Services Agreement §6.1

    Due date
    Aug 25, 2026
    Completed date
    —
    Last updated
    Aug 19, 2026

    Evidence: Claims review packet · Not on file

    • Overdue — 23 days
    • Owner action required
  • SVC-010

    Service

    Owner

    Endorsement requests in queue

    Source: Owner-added request — Aug. 7, 2026

    Due date
    Sep 14, 2026
    Completed date
    —
    Last updated
    Sep 5, 2026

    Evidence: Endorsement log · Not on file

    • Overdue — 3 days
    • Blocked by owner

      Waiting on owner — not attributed to partner

  • SVC-011

    Service

    Carrier

    Policy delivery

    Source: Winning RFP response p. 18

    Due date
    May 11, 2026
    Completed date
    May 9, 2026
    Last updated
    May 21, 2026

    Evidence: Issued policies · Uploaded by carrier · May 9 · Verified by owner · May 21

    • Complete — 2 days early
  • SVC-012

    Service

    Owner

    Certificate requests current

    Source: Owner-added request — Aug. 7, 2026

    Due date
    Sep 3, 2026
    Completed date
    —
    Last updated
    Aug 31, 2026

    Evidence: Certificate log · Not on file

    • Overdue — 14 days
    • Owner action required
  • SVC-013

    Service

    Counsel

    Annual stewardship report

    Source: 2026 Broker Services Agreement §8.1

    Due date
    Sep 29, 2026
    Completed date
    —
    Last updated
    Sep 2, 2026

    Evidence: Draft stewardship report · Uploaded by broker · Aug. 29 · Verified by counsel · Sept. 2

    • Open — 12 days remaining
    • Owner action required

PRH reports the recorded process. The owner evaluates partner performance.